default image
Private Equity Vice President
Private Equity Vice President
Excellent
5
14Sessions
Member since 2019
  • New York
About the mentor
  • Buy-side investment professional with 8 years of investing experience across middle market private equity, growth / structured equity, fundamental long/short equity, and distressed credit & loan-to-own investments
  • Currently a VP at a software-focused growth equity / structured equity fund
  • Extensive end-to-end private equity transaction experience supporting all aspects of the investment process including financial modeling, due diligence, investment committee presentations, structuring, and legal negotiations
  • Significant operating experience serving as board member of several private equity portfolio companies
  • Closed deals include buyout, growth / structured equity investments across the enterprise software / B2B vertical SaaS, fintech & payments, healthcare IT, consumer/retail, industrials, and business services sectors
  • Helped former mentees receive offers at following firms: Audax, EQT, Gemspring, General Atlantic, Greenbriar Equity Group, H.I.G., OceanSound, Pritzker  
  • BSc. in Economics, concentration in Finance from a target school
Expertise
  • Investment Banking
  • Private Equity
  • Hedge Funds

Reviews for this mentor

He offered great advice on preparing for private equity recruiting, covering everything from contacting headhunters to interview prep. Throughout the interview, he regularly pointed me to sources of information that will be invaluable in this upcoming recruitment process. As a whole, I was thoroughly pleased and will definitely be requesting his services again when it comes time for formal interview preparation, as he is extremely experienced with this process.

Thanks for helping me with this!

I found our time to be incredibly helpful from both a mock interview and career guidance standpoint. He was able to provide thoughtful interview questions and feedback on ways to improve. Further to this, he took the time to press on answers rather than taking them at surface level. I appreciated this level of thoroughness. 

Additionally, my mentor was able to answer questions I had about the broader process as well as ways to gain interviews. 

I have spoken with friends as well as used a WSO mentor in the past, and can confidently say this was the most helpful input / guidance I have received. Not sure if there is a rating but 10/10.

Anyone who wants to improve their chances at getting a buyside job should hire him. 100%. I was blown away by how helpful he was. While people may be uncertain given the cost, it is DEFINITELY worth it. He was hands down the most helpful person I’ve encountered during this process.

He’s incredibly understanding of one’s background, skill set and knowledge. And most importantly, he cares.

He provided me with probably the most helpful mock interview and advice for PE recruiting. Not only was the conversation enjoyable, but also quite challenging. He brought up some must-know topics for interviews that I've never seen in my previous prep programs or guides. I felt much more confident after speaking with him on items like how to structure my deal walkthrough, the equity vs debt investor viewpoints, and how to analyze a quick case. He was very generous with his time, as we went nearly 30 minutes over the hour mark! We spent some time talking generally about interview tips and career trajectory at the end, which was helpful color and once again provided me with much-needed clarity. It was an invaluable discussion and one that I would very highly recommend!

Join WSO as Mentor
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

How It Works

All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

person
person

Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer